Mutual Funds A service by IIFL

AN OVERVIEW OF IIFL SECURITIES MUTUAL FUND APP

"Mutual Funds - A service by IIFL" is a one-stop shop for smart mutual fund investors.

Buy, Sell, Start instant SIP with one time mandate through internet banking or debit card,

Track & Monitor various types of Mutual Funds, get valuable recommendations, get

market updates anytime, anywhere.​

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With this free app, one can view mutual fund scheme performance, latest industry news

& expert advice from Fund Managers. One can also invest in zero commission direct

mutual fund plans which tend to generate higher returns than regular plans for the

investors. IIFL Securities enables simplified & instant trading of mutual fund investments

for IIFL customers with easy-to-use mutual fund app that provides features such as:​

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OPEN MUTUAL FUND ACCOUNT​

- Open free Mutual Fund Account in just few steps​

- Paperless process​

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INVEST IN MUTUAL FUNDS​

- Buy, Sell funds from the top Asset Management Companies (AMC’s)​

- Zero commission direct plans​

- Choose from various Equity oriented, Debt oriented & Hybrid(Balanced) Mutual Funds​

- Invest in Equity Linked Saving Schemes (ELSS) i.e. Tax Saving Mutual Funds​

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GOAL BASED INVESTMENTS​

- Goal based advisory & investment tool to analyze your investment requirements for any

financial goal based on your risk profile​

- Monitor your financial goal investments basis IIFL research​

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INSTANT SIP​

- SIP (Systematic Investment Plan) allows investors to invest a fixed amt regularly in a

mutual fund scheme for long term wealth goals

- Instant & paperless SIP through internet banking & debit card​

- SIP with First Order Today option provides you flexibility to process first SIP

installment on the same day

- Option to pause SIP

- Instant SIP renewal​

- NFO SIP as an additional option​

- Easily save & grow wealth with SIP​

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MUTUAL FUND RECOMMENDATIONS​

- "Recommended" section on the dashboard​

- See details, charts, historical performance etc. of best mutual funds to buy​

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TRACK & MONITOR MUTUAL FUND INVESTMENTS​

- Track your investments, get portfolio insights & statements accompanied by various

analytical tools​

- View investments by asset classes​

- Track orders, ongoing SIPs, annualized returns, dividends​

- Download statements​

- Portfolio 360 report containing statements, holding details of various assets including

mutual funds, insurance etc & liability details as may be applicable.​

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TAX SAVING MUTUAL FUNDS​

- Invest in Tax Saving Mutual Funds​

- ELSS MFs qualify for tax exemption (up to Rs. 1.5 lakhs) under section 80C of the

Income Tax Act, 1961​

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SMART SAVE​

- A paperless scheme designed for investment in short to medium term funds to provide

high liquidity​

- Instant online withdrawal facility 24*7​

- Aim for higher returns than standard saving a/c’s when funds not required​

- Min balance is Rs. 100 as against Rs. 1,000 or above in the Bank savings a/c​

- Money is invested in Nippon Liquid Fund​

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RESEARCH​

- Scheme Information, Daily NAVs, NAV history & Assets Under Management (AUM).​

- Detailed Asset Allocation across Sectors, Risk Ratings & Performance of Mutual Funds

spanning ‘Returns since inception’ to ‘5-year CAGR’.​

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STAY UPDATED​

- Stay tuned to New Fund Offers (NFO)​

- Get the latest & wide range of mutual fund industry related news & articles in the News

section​

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OTHER IN-APP FEATURES​

- Free financial health check-up with credit score and portfolio analysis

- Expert Support - A one-tap connect with our specialists to help exercise complete

money control.​

- Robust & Secure - App is secure & does not store any sensitive information on your

device or SIM card.​

- Guest user login - If you don’t have an a/c yet, log in only with your mobile no. &

explore various features of this mutual fund app.​

- Track notifications received in your app inbox through Notification Center.​

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COMING SOON​

- New tools such SIP Calculator​

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Happy Investing!